Position in IQV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,705
+$804 QoQ
Shares Held
10
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Mascoma Wealth Management LLC holds $703,392 across 8 Diagnostics & Research names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,084 | $543,474 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
120 | $63,172 | |
| 3 | LH |
Labcorp Holdings Inc.
|
150 | $42,000 | |
| 4 | A |
Agilent Technologies, Inc.
|
300 | $39,849 | |
| 5 | DHR |
Danaher Corp /De/
|
64 | $12,190 | |
| 6 | DGX |
Quest Diagnostics Inc
|
9 | $1,907 | |
| 7 | MEDP |
Medpace Holdings, Inc.
|
1 | $529 | |
| 8 | NTRA |
Natera, Inc.
|
1 | $271 |
All Filings in IQV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,705 | 10 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $901 | 4 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||